See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,279 | $60,022+12.1% | $88,946-24.4% | $84,808-20.7% |
| Participation rate | 67.2% | 57.8%+9.4pp | 68.8%-1.6pp | 68.3%-1.1pp |
| Annual return | 13.92% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,091 | $1,703-35.9% | $2,555-57.3% | $2,631-58.5% |
| Participant deferral / active EE | $3,998 | $3,114+28.4% | $4,581-12.7% | $4,212-5.1% |
| Admin fee / account holder | $47,847 | $4,811+894.5% | $8,261+479.2% | $7,344+551.5% |